Official AMFI data
Arthkar — Understand Money, Invest Smartly
Computed from real daily NAV — not projections

₹2,000 Monthly SIP in Quantum Value Fund for 10 Years

If you had started a ₹2,000/month SIP on 1 Sept 2016 and never stopped — through every crash and rally — here is exactly what happened, using Quantum Value Fund's actual NAV for all 121 installments.

You invested

₹2,42,000

121 installments

Value today

₹4,43,179

1 Sept 2026

Absolute gain

+₹2,01,179

+83.1%

XIRR (annualised)

11.71%

money-weighted

The journey, month by month

Portfolio value Amount invested

Worst fall on the way

-34.3%

Deepest drop from peak. This is what you had to sit through.

Corrections survived

5

Falls of 10%+ during the period. Every one recovered.

Same SIP in a fixed deposit

₹3,35,758

Modelled at historical FD rates. The fund beat FD by ₹1,07,421.

Year-by-year progress

YearInvestedValueOverall gain
Year 1 (1 Sept 2017)₹26,000₹27,797+6.9%
Year 2 (3 Sept 2018)₹50,000₹55,469+10.9%
Year 3 (3 Sept 2019)₹74,000₹73,241-1%
Year 4 (1 Sept 2020)₹98,000₹96,589-1.4%
Year 5 (1 Sept 2021)₹1,22,000₹1,78,421+46.2%
Year 6 (1 Sept 2022)₹1,46,000₹2,09,570+43.5%
Year 7 (1 Sept 2023)₹1,70,000₹2,69,379+58.5%
Year 8 (2 Sept 2024)₹1,94,000₹4,18,035+115.5%
Year 9 (1 Sept 2025)₹2,18,000₹4,35,474+99.8%
Year 10 (1 Sept 2026)₹2,42,000₹4,43,179+83.1%

Best year of the journey: Year 5 (+48% market move) · Toughest year: Year 3 (-7.8%)

Wealth Time Machine

Watch this exact journey as a 60-second cinematic replay

Every crash headline, every recovery — with your money in it.

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Same SIP in other Value / Contra funds

Past performance does not guarantee future returns. This page shows the historical result of the stated SIP using Quantum Value Fund's published NAV (source: AMFI) between 1 Sept 2016 and 1 Sept 2026; it is educational research, not investment advice. FD comparison is modelled at historical average FD rates. Mutual fund investments are subject to market risks.